Exporting Reports in Different Formats and Purpose
You can export a complete document or multiple reports to a text file, a PDF, an Excel spreadsheet, a CSV file, or a CSV archive. If you want to export raw data, only the .CSV format is available. You can select whether you want to export all data or just the data for specific queries. Except for the text file format, each file type has several settings available when you are in the Export dialog box.
To export a report
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In the File section of the toolbar, click the Export  icon to export the reports. Reporter opens the Export to dialog. |
Note:In Design, Structure and Data mode, the Export option is available from the More menu.
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In the Export to dialog, select the file format and specify any export options. |
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Excel
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This format is useful if you want to combine the information in the Web Intelligence document with other data in an Excel spreadsheet. |
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Select the scope of the exported data: |
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Select Reports to export the reports’ data, and select the reports you want to export. |
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Select Data to export the document’s raw data, and select the queries you want to export. |
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If your document contains several reports, you can export all of them or explicitly select the ones to export. Each report is saved as a spreadsheet in the Excel file. You can select between two options: |
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Select Prioritize the formatting of the document to keep the formatting in the .XLSX file. |
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Select Prioritize ease data processing in Excel to avoid merging multiple cells into Excel cells as much as possible and benefit from the data processing features of Excel. |
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Unlike Web Intelligence documents, the Excel files are not connected to the database. You cannot refresh the data in the Excel file. To display up-to-date data in Excel format, refresh the Web Intelligence document and then save it as a new Excel file. |
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This format does not include the header and footer displayed in the Web Intelligence report. |
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The charts are converted to images, not actual charts. |
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If you have used drill functionality, cross-launch and hyperlinks inside the report, export to Excel may not work as expected. The formatting and grouping of the Web Intelligence report is not retained in the Excel worksheet. |
Version:In version 4.2, you could choose between export to .XLS and .XLSX. In version 4.3, documents are exported to .XLSX only.
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PDF
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This format is useful to provide the document in a printable format. |
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The page layout and formatting of the Web Intelligence report is retained in the PDF file. |
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The PDF file is the exact copy of the document/report and can be shared to other users (non-BO users) via email, shared location. |
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Use the Options section to fine-tune the range to be exported, the image quality and set whether to include bookmarks. |
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HTML
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If your document contains several reports, you can export all of them or explicitly select the ones to export. |
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TXT
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The groupings and columns of the Web Intelligence report is retained in the text file. Text formatting is not kept (for example: Header row color). |
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In page mode, the report elements are exported page by page. |
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The separator used is a tab space. |
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Charts and images are not exported. |
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If several reports are selected, they are appended one after another in the same text file. |
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CSV
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Select the scope of the exported data: |
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Select Reports to export the reports’ data, and select the reports you want to export. |
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Select Data to export the document’s raw data, and select the queries you want to export. |
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The formatting and grouping of the Web Intelligence report is not retained in the CSV file. |
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Under Options you can configure the following properties: |
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Column Delimiter (You can also directly type in a custom character you want to use, such as the pipe (|).) |
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